Financial Planning now offered by Mortgage Choice Ashgrove

March 02, 2015
Melanie Grevis-James

At Mortgage Choice Ashgrove, we believe it’s important to help you protect yourself and your family financially, especially once you've committed to servicing a home loan.

We want to be able to help you achieve financial security, and meet your lifestyle goals, by providing real, relevant and results-driven financial advice.

That's why we've added Financial Planning to the services we offer you, and brought a professional financial adviser on board to help.

Simon Devine can help you with:

• personal insurance
• investment planning
• superannuation
• wealth creation
• retirement
• planning and portfolio review services

We've also provided some more information about Simon on our website so you can find out a little bit more about him.

We believe that a mortgage broker working together with a financial adviser is a ‘perfect fit’ when looking after your wellbeing and we are very excited about this new chapter in our business.

We'll give you tailored, qualified advice
We can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is protected along the way.

We'll make sure you're talking to an expert
By bringing Simon on board, we can continue to provide you with specialist credit advice, while also making sure your financial advice needs are taken care of by an expert.

We'll help you reach your financial goals
Whether you have a single need, or want a full financial plan, we'll help you work out the advice you need now – and we'll be there to help as your goals change in the future. It's relevant for everyone, no matter what's going on in your life or how much money you have.

We'll help you stay in control
Our transparent and consistent pricing structure tells you exactly what you’ll get for your money before you commit to the process, so you are always in control. No hidden surprises!

We'll help you stay on track
Great advice is fantastic but only if it’s actually implemented – and then regularly reviewed so you can tick off those goals as you achieve them. Not only will we keep you on track to achieve your goals, we’ll help protect what you’re building along the way.

If this sounds like something you need would like to hear more about, let me know – we are here to help.

Let us know if you would like us to arrange an appointment for you to meet with Simon to review your needs.

Contact Stuart Pullar on 07 3463 0501 today for more information.

Posted in: Financial Planning

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